Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,130 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q4 2021
Institutional positions in Capital One Financial Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,140
- +53 vs. Q3 2021
- Shares held
- 368.4M
- −14.2M (−3.7%) vs. Q3 2021
- Total value
- $53.4B
- −$8.51B (−13.7%) vs. Q3 2021
- New holders
- 166
- 393 more added
- Sold out
- 113
- 419 more reduced
20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 258 | $37.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 261 | $38.0K | 0.04% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 265 | $38.0K | 0.01% | +80+43.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 262 | $38.0K | 0.00% | +262 | New |
| Neo Ivy Capital Management | 275 | $40.0K | 0.06% | −5,407−95.2% | Reduced |
| Holloway Wealth Management, LLC | – | $41.0K | 0.01% | – | – |
| Fortitude Advisory Group L.L.C. | 280 | $41.0K | 0.02% | +280 | New |
| SOA Wealth Advisors, LLC. | 290 | $42.0K | 0.01% | −281−49.2% | Reduced |
| Altshuler Shaham Ltd | 291 | $42.0K | 0.00% | +2+0.7% | Added |
| CNB Bank | 287 | $42.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 290 | $42.0K | 0.00% | +54+22.9% | Added |
| FSB Premier Wealth Management, Inc. | 289 | $42.0K | 0.02% | +289 | New |
| Tobam | 300 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 305 | $44.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 305 | $44.0K | 0.01% | +1+0.3% | Added |
| Raffa Wealth Management, LLC | 315 | $45.7K | 0.01% | −17−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 329 | $47.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $48.6K | 0.04% | +335 | New |
| United Community Bank | 364 | $52.8K | 0.05% | +364 | New |
| Delta Asset Management LLC | 370 | $54.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 374 | $54.0K | 0.48% | +374 | New |
| Arlington Partners LLC | 379 | $55.0K | 0.01% | +129+51.6% | Added |
| Sandy Cove Advisors, LLC | 380 | $55.0K | 0.05% | +380 | New |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $58.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $58.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $58.0K | 0.01% | +39+10.8% | Added |
| Wolff Wiese Magana LLC | 429 | $62.0K | 0.04% | −46−9.7% | Reduced |
| Silvant Capital Management LLC | 444 | $64.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 448 | $65.0K | 0.00% | −1,141−71.8% | Reduced |
| Eagle Bay Advisors LLC | 446 | $65.0K | 0.04% | −19−4.1% | Reduced |
| Acima Private Wealth, LLC | 445 | $65.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 468 | $67.0K | 0.01% | +468 | New |
| Pinnacle Bancorp, Inc. | 478 | $69.0K | 0.02% | −35−6.8% | Reduced |
| Signet Financial Management, LLC | 488 | $71.0K | 0.01% | +488 | New |
| Highlander Capital Management, LLC | 500 | $73.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 506 | $73.4K | 0.02% | −6−1.2% | Reduced |
| Gemmer Asset Management LLC | 508 | $74.0K | 0.01% | −11−2.1% | Reduced |
| West Paces Advisors Inc. | 526 | $76.3K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 552 | $80.0K | 0.02% | +552 | New |
| Toth Financial Advisory Corp | 585 | $85.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 593 | $86.0K | 0.02% | −136−18.7% | Reduced |
| Glassman Wealth Services | 590 | $86.0K | 0.02% | −15−2.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 600 | $87.0K | 0.01% | +140+30.4% | Added |
| Manchester Capital Management LLC | 617 | $90.0K | 0.01% | −575−48.2% | Reduced |
| TCI Wealth Advisors, Inc. | 621 | $90.0K | 0.01% | +29+4.9% | Added |
| Surevest, LLC | 619 | $90.0K | 0.02% | +619 | New |
| Washington Trust Advisors, Inc. | 629 | $91.0K | 0.01% | +629 | New |
| Koshinski Asset Management, Inc. | 644 | $93.5K | 0.01% | +644 | New |
| Norwood Financial Corp | 650 | $94.0K | 0.13% | +650 | New |
| Norway Savings Bank | 679 | $98.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 682 | $99.0K | 0.01% | −8,031−92.2% | Reduced |
| Private Capital Group, LLC | 684 | $99.0K | 0.02% | −17−2.4% | Reduced |
| Blueprint Investment Partners LLC | 717 | $104.0K | 0.03% | −31−4.1% | Reduced |
| Hanson & Doremus Investment Management | 724 | $105.0K | 0.02% | +300+70.8% | Added |
| Dividend Assets Capital, LLC | 752 | $109.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 792 | $115.0K | 0.04% | +660+500.0% | Added |
| Allworth Financial LP | 797 | $116.0K | 0.00% | −5,005−86.3% | Reduced |
| CoreCap Advisors, LLC | 799 | $116.0K | 0.01% | +799 | New |
| Old North State Trust, LLC | 813 | $118.0K | 0.08% | +654+411.3% | Added |
| EverSource Wealth Advisors, LLC | 826 | $119.0K | 0.03% | +826 | New |
| TD Ameritrade Investment Management, LLC | 858 | $124.0K | 0.00% | +168+24.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 874 | $127.0K | 0.01% | −20−2.2% | Reduced |
| Laffer Tengler Investments | 892 | $129.4K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 919 | $133.0K | 0.04% | +919 | New |
| Anchor Investment Management, LLC | 919 | $133.3K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 949 | $138.0K | 0.03% | +368+63.3% | Added |
| Seeyond | 960 | $139.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 991 | $144.0K | 0.01% | +104+11.7% | Added |
| Itau Unibanco Holding S.A. | 1,001 | $146.0K | 0.00% | −79−7.3% | Reduced |
| Evermay Wealth Management LLC | 1,030 | $149.0K | 0.03% | +96+10.3% | Added |
| JJJ Advisors Inc. | 1,042 | $151.0K | 0.05% | −63−5.7% | Reduced |
| CVA Family Office, LLC | 1,062 | $154.0K | 0.04% | +902+563.8% | Added |
| KRS Capital Management, LLC | 1,109 | $161.0K | 0.14% | +1,109 | New |
| Focused Wealth Management, Inc | 1,125 | $163.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,162 | $168.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,201 | $174.0K | 0.03% | +1,127+1,523.0% | Added |
| Quent Capital, LLC | 1,223 | $178.0K | 0.04% | +1,223 | New |
| Thompson Siegel & Walmsley LLC | 1,281 | $186.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,334 | $193.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,333 | $193.0K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,381 | $200.0K | 0.02% | +1,381 | New |
| Chicago Trust Co NA | 1,391 | $201.0K | 0.04% | −39−2.7% | Reduced |
| Eqis Capital Management, Inc. | 1,384 | $201.0K | 0.01% | −14−1.0% | Reduced |
| Cambridge Trust Co | 1,391 | $202.0K | 0.01% | +1,391 | New |
| Apollon Wealth Management, LLC | 1,392 | $202.0K | 0.02% | +1,392 | New |
| Alterna Wealth Management, Inc | 1,389 | $202.0K | 0.17% | +1,389 | New |
| BSW Wealth Partners | 1,406 | $204.0K | 0.05% | −138−8.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,408 | $204.0K | 0.04% | +9+0.6% | Added |
| IMS Capital Management | 1,415 | $205.0K | 0.11% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,421 | $206.0K | 0.02% | +1,421 | New |
| Washington Trust Co | 1,429 | $207.0K | 0.01% | −491−25.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,443 | $209.0K | 0.04% | −9,262−86.5% | Reduced |
| CKW Financial Group | 1,450 | $210.0K | 0.03% | −100−6.5% | Reduced |
| Paragon Capital Management Ltd | 1,448 | $210.0K | 0.03% | −18−1.2% | Reduced |
| Vista Finance, LLC | 1,444 | $210.0K | 0.22% | +1,444 | New |
| Snowden Capital Advisors LLC | 1,456 | $211.0K | 0.01% | −3,352−69.7% | Reduced |
| Lincoln Capital LLC | 1,459 | $212.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,465 | $213.0K | 0.01% | −250−14.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $213.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,466 | $213.0K | 0.02% | +1,466 | New |